Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q3 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.98K+ 3.34% |
$338K - $407K
|
247K
$5.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.7K+ 1.99% |
$326K - $393K
|
395K
$9.25M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.68K+ 33.37% |
$325K - $392K
|
30.7K
$718K
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.62KNew |
$323K - $389K
|
7.62K
$178K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.62K+ 2.21% |
$323K - $389K
|
352K
$8.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.58KNew |
$321K - $387K
|
7.58K
$177K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.5K+ 317.49% |
$318K - $383K
|
9.86K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.49K+ 2.97% |
$317K - $382K
|
260K
$6.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
7.21K+ 1.04% |
$305K - $368K
|
702K
$16.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
7.07KNew |
$299K - $361K
|
7.07K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7.04KNew |
$298K - $359K
|
7.04K
$165K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
7.01KNew |
$297K - $357K
|
7.01K
$164K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.83K+ 64.02% |
$289K - $348K
|
17.5K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.54KNew |
$277K - $334K
|
6.54K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.29K+ 7.21% |
$266K - $321K
|
93.6K
$2.19M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.28KNew |
$266K - $320K
|
6.28K
$147K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.26K+ 9.98% |
$265K - $319K
|
69K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
6.25K+ 44.88% |
$265K - $319K
|
20.2K
$472K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
6.23KNew |
$264K - $318K
|
6.23K
$146K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.22K+ 12.89% |
$263K - $317K
|
54.5K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.19K+ 8.59% |
$262K - $316K
|
78.2K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.19K+ 3.24% |
$262K - $316K
|
197K
$4.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.16K+ 5.24% |
$261K - $314K
|
124K
$2.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.14KNew |
$260K - $313K
|
6.14K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.08K+ 2.13% |
$257K - $310K
|
291K
$6.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
6K+ 1.26% |
$254K - $306K
|
483K
$11.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
5.95K+ 5.1% |
$252K - $304K
|
123K
$2.87M
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.83K+ 2.16% |
$247K - $297K
|
276K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.8KNew |
$246K - $296K
|
5.8K
$136K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
5.74K+ 18.87% |
$243K - $293K
|
36.1K
$845K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.72K+ 4.41% |
$242K - $292K
|
135K
$3.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.7KNew |
$242K - $291K
|
5.7K
$133K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.6KNew |
$237K - $286K
|
5.6K
$131K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.6K+ 0.93% |
$237K - $285K
|
607K
$14.2M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5.52K+ 17.3% |
$234K - $282K
|
37.4K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.48KNew |
$232K - $279K
|
5.48K
$128K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.4K+ 2.85% |
$229K - $276K
|
195K
$4.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.35KNew |
$227K - $273K
|
5.35K
$125K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34KNew |
$226K - $272K
|
5.34K
$125K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
5.24K+ 39.28% |
$222K - $267K
|
18.6K
$435K
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.15K+ 113.27% |
$218K - $263K
|
9.7K
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.94K+ 25.62% |
$209K - $252K
|
24.2K
$567K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.87K+ 10.0% |
$206K - $248K
|
53.5K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.83K+ 48.34% |
$204K - $246K
|
14.8K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.81K+ 42.08% |
$204K - $245K
|
16.2K
$380K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.79KNew |
$203K - $244K
|
4.79K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.74KNew |
$201K - $242K
|
4.74K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.57K+ 24.23% |
$193K - $233K
|
23.4K
$548K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.44K+ 7.14% |
$188K - $226K
|
66.6K
$1.56M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.27K+ 33.08% |
$181K - $218K
|
17.2K
$402K
|